PPM Templates

Confidently choose the PPM Template for your Regulation D, Rule 504, 506(b) or 506(c) offering with the knowledge that your private placement memorandum template features content from “effective” Forms S-1, are easy to edit and are designed to save you time and money.

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PPM Templates

We have the PPM Templates you need for your company’s Regulation D offering plus all of the supporting documents required by the Securities Act of 1933.

Rule 504
PPMs

Companies can offer and sell up to $5,000,000 of their securities in any 12-month period.  Except in limited circumstances, purchasers of securities offered pursuant to Rule 504 receive “restricted securities” meaning that the securities cannot be sold for at least six months or a year without registering them.

Rule 506(b)
PPMs

Companies relying on Rule 506(b) can raise an unlimited amount of money. However, the company cannot use general solicitation or advertising to market their securities. The company may sell its securities to an unlimited number of accredited investors and up to 35 other purchasers (non-accredited investors)

Rule 506(c)
PPMs

Companies relying upon Rule 506(c) can raise an unlimited amount of money and can use general solicitation or advertising to market their securities. The company may sell its securities only to accredited investors and the company must take reasonable steps to verify that the investors are accredited investors.

Our Team

With our teams 100+ years of experience, we’re always working for you!

PPM Template Team Lead

Bill Kyle

Managing Member

William D. Kyle is the founder and Managing Member of Enterprise Creations, LLC and a C-level executive with 40+ years of success in diverse and rapidly changing environments. Bill’s expertise encompasses securities law, capital acquisition, strategic business development, M & A and strategic planning. More
PPM Template Security Attorney

John Lowy

Security Attorney

John is the founder and CEO of his midtown New York law firm John Lowy Law. John is a highly-respected and acknowledged expert in reverse mergers, capital formation, legal consulting and initial public and private offerings of all types, including Regulation A+, Regulation S, Regulation D and IPOs. More
PPM Template PCAOB auditor

M&K CPAs

PCAOB Auditors

M&K CPAS, PLLC (“M&K”), is a full service certified public accounting firm based in Houston, TX that serves the audit, financial reporting, and tax needs of growing micro and small-cap publicly traded companies across the U.S. and worldwide. They also serve a wide range of privately held companies. More

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Our Firm

We’re entrepreneurs, just like you. We understand the challenges you face in preparing your Regulation D offering: we’ve been there. That’s why we’re making our 40+ years of Reg. D offering experience available to you through our PPM Templates.
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Why Choose Our PPM Templates

Compliant PPM Templates

Every one of our PPM Templates is SEC and Regulation D compliant and feature sample content declared 'effective' by the SEC.

Full Set Of Documents Required By Reg. D.

Your private placement memorandum set of documents, written in Microsoft Word, include the Subscription Agreement, Investor Questionnaire, Patriot Act Documents, "Pitch Sheet," Cap.Table and more.

Experienced Team

We have over 100 years of combined experience in the capital markets and raising capital through Regulation D.

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